TRUE Private Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

TRUE Private Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Buy	+583	New	+$194K	0.02%	272
2026 Q1	–	Sell	-657	Closed	-$207K	–	290
2025 Q4	$207K	Hold	657	–	–	0.02%	252
2025 Q3	$202K	Buy	+657	New	+$195K	0.02%	260
2021 Q1	–	Sell	-1,029	Closed	-$180K	–	693
2020 Q4	$180K	Hold	1,029	–	–	0.03%	205
2020 Q3	$160K	Hold	1,029	–	–	0.03%	204
2020 Q2	$147K	Hold	1,029	–	–	0.03%	199
2020 Q1	$121K	Buy	1,029 +753	+273%	+$106K	0.03%	185
2019 Q4	$40K	Buy	+276	New	+$39K	0.01%	396
2019 Q3	–	Sell	-16	Closed	-$2K	–	704
2019 Q2	$2K	Buy	+16	New	+$2.12K	﹤0.01%	734
2018 Q4	–	Sell	-16	Closed	-$2.15K	–	896
2018 Q3	$2.15K	Buy	+16	New	+$2.1K	﹤0.01%	1016

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TRUE Private Wealth Advisors's VV Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2026: 583 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in VV as recently as Q4 2025.

TRUE Private Wealth Advisors first reported a position in VV in Q3 2018 and has held it in 10 quarters since. The position peaked at $207K in Q4 2025. 396 funds tracked by Wall St. Rank hold VV as of Q2 2026.

TRUE Private Wealth Advisors held 583 shares of Vanguard Large-Cap ETF worth $200K as of Q2 2026.
Vanguard Large-Cap ETF was a new TRUE Private Wealth Advisors position in Q2 2026.
Vanguard Large-Cap ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #272 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2018 and has held it in 10 quarters since.
TRUE Private Wealth Advisors's Vanguard Large-Cap ETF position peaked at $207K in Q4 2025.
396 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.